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Implementing CRM and Customer Care System for Strefa Energii

Case Study

Client

Strefa Energii is a company specializing in comprehensive energy solutions for homes and businesses. With extensive experience in the market, the company is known for providing personalized and comprehensive customer service.

Challenge

Strefa Energii needed an advanced CRM system to streamline appointment scheduling and customer service processes. Previously, the company relied mainly on email, leading to information chaos and process delays. To enhance efficiency and improve operations, the company decided to leverage modern tools available in the CRM system. 

Dynamics 365

The objectives of the implementation were to:

  • Automate and streamline the process of scheduling appointments and executing installations.
  • Eliminate information chaos and accelerate actions through effective automation.
  • Facilitate tracking of progress and managing various types of installation financing.
  • Improve data accuracy and operational efficiency.

Solution

Atteli implemented an advanced CRM system tailored to the unique needs of the company. Dedicated forms and business processes were introduced to handle different types of installation financing. The CRM system allowed automatic task assignment to appropriate roles, facilitating smooth communication and reducing unnecessary repetition. Additional features, such as SMS campaigns, integration with Facebook, and the availability calendar for sales representatives, were also implemented.

Results and Benefits

The implementation of the CRM system brought several benefits to Strefa Energii:
Instant email and SMS notifications to prevent missing important tasks.
Enhanced efficiency and quality of customer service.
Access control to information, ensuring data confidentiality and security.
Automated and organized management of sales and installation processes.
Elimination of information chaos and improved communication between various roles.
Easy tracking of progress and real-time data analysis.
“Atteli conducted our project, starting from analyzing operational processes, selecting the most optimal solutions, to full implementation and operational reporting. The new system is now used by customer service, sales, and operational-installation departments, responsible for the entire customer service process and installation execution. The implementation contributed to streamlining company processes, information flow, and task management. Throughout the implementation, the company guided us in a professional manner. In this type of implementation, it is extremely important to have a partner who can understand the business needs of the client and align them with the technical capabilities of the solutions offered” – the client representative added. 

Conclusion

Thanks to the implementation of the advanced CRM system by Atteli, Strefa Energii achieved significant benefits in managing sales and installation processes. Process automation, effective communication, and tailored forms ensured the company’s efficiency, effectiveness, and high-quality customer service. Atteli served not only as a technology provider but also as a trusted partner, collaborating with the company at every stage of implementation. The CRM system implementation allowed Strefa Energii to focus on delivering excellent energy solutions and building long-lasting customer relationships.